Skip to content
Disclosery

Arax Advisory Partners: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arax Advisory Partners on AEP, newest first. How the timeline and the estimate are built.

Arax Advisory Partners held 172,534 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,534 shares
    Change vs previous 13F +164,453 shares

    0.16% of the 13F portfolio, value $23,604,253.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,081 shares
    Change vs previous 13F -5,907 shares

    0.03% of the 13F portfolio, value $1,058,906.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,988 shares
    Change vs previous 13F -37,799 shares

    0.05% of the 13F portfolio, value $1,613,011.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,787 shares
    Change vs previous 13F +46,968 shares

    0.08% of the 13F portfolio, value $5,826,042.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,819 shares
    Change vs previous 13F +304 shares

    0.03% of the 13F portfolio, value $618,146.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,515 shares
    Change vs previous 13F -2,671 shares

    0.03% of the 13F portfolio, value $493,438.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,186 shares
    Change vs previous 13F +5,843 shares

    0.04% of the 13F portfolio, value $662,810.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,343 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $137,821.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).